Union Bancaire Privee UBP SA Buys Shares of 1,248 Rockwell Automation, Inc. $ROK

Union Bancaire Privee UBP SA bought a new position in shares of Rockwell Automation, Inc. (NYSE:ROK) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,248 shares of the industrial products company’s stock, valued at approximately $448,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. MV Capital Management Inc. bought a new stake in shares of Rockwell Automation during the 4th quarter valued at approximately $28,000. Manchester Capital Management LLC lifted its stake in Rockwell Automation by 97.5% in the 4th quarter. Manchester Capital Management LLC now owns 79 shares of the industrial products company’s stock valued at $31,000 after purchasing an additional 39 shares during the last quarter. First Horizon Corp bought a new position in Rockwell Automation in the 4th quarter valued at approximately $32,000. BOK Financial Private Wealth Inc. acquired a new stake in Rockwell Automation in the fourth quarter valued at approximately $33,000. Finally, TD Capital Management LLC acquired a new stake in Rockwell Automation in the fourth quarter valued at approximately $33,000. Institutional investors own 75.75% of the company’s stock.

Insider Buying and Selling

In related news, SVP Christopher Nardecchia sold 2,538 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $446.43, for a total value of $1,133,039.34. Following the sale, the senior vice president directly owned 14,232 shares in the company, valued at $6,353,591.76. This represents a 15.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Scott Genereux sold 550 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $447.73, for a total transaction of $246,251.50. Following the sale, the vice president directly owned 2,764 shares of the company’s stock, valued at $1,237,525.72. This represents a 16.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 12,308 shares of company stock valued at $5,339,812. Corporate insiders own 0.76% of the company’s stock.

Rockwell Automation Price Performance

ROK stock opened at $476.19 on Monday. The company has a market capitalization of $52.99 billion, a P/E ratio of 49.50, a PEG ratio of 3.05 and a beta of 1.57. The company has a fifty day moving average price of $445.15 and a 200-day moving average price of $412.19. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.76 and a current ratio of 1.09. Rockwell Automation, Inc. has a 52-week low of $305.44 and a 52-week high of $486.47.

Rockwell Automation (NYSE:ROK) last issued its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping the consensus estimate of $2.88 by $0.42. The company had revenue of $2.24 billion for the quarter, compared to analysts’ expectations of $2.16 billion. Rockwell Automation had a net margin of 12.36% and a return on equity of 37.54%. Rockwell Automation’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. As a group, equities analysts expect that Rockwell Automation, Inc. will post 13.02 EPS for the current year.

Rockwell Automation announced that its board has approved a share buyback plan on Tuesday, June 9th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the industrial products company to repurchase up to 2% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Rockwell Automation Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 17th will be given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Monday, August 17th. Rockwell Automation’s payout ratio is 57.38%.

Rockwell Automation News Roundup

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Rockwell Automation was highlighted on CNBC’s “Final Trades,” where Stephanie Link chose ROK, which can boost investor sentiment by signaling institutional-style confidence. Qualcomm, Merck, Rockwell Automation And A Real Estate Stock On CNBC’s ‘Final Trades’
• Positive Sentiment: New articles noted that ROK hit a fresh 52-week high and was described as a strong momentum stock, reinforcing the view that traders are chasing the stock’s upward trend. Rockwell Automation, Inc. (ROK) Hits Fresh High: Is There Still Room to Run?
• Positive Sentiment: Rockwell Automation’s Singapore site was named a World Economic Forum Global Lighthouse, and the company also announced FactoryTalk Orchestration deployments, both of which support the narrative around innovation and operational leadership. Rockwell Automation Singapore Site Named a World Economic Forum Global Lighthouse
• Neutral Sentiment: Several research notes from Zacks trimmed earnings estimates for FY2026 and multiple 2027–2028 quarters, but the reductions were modest and forecasts still remain near or above consensus, so the impact looks more like a mild headwind than a major downgrade. MarketBeat Rockwell Automation coverage

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. BNP Paribas Exane upped their price target on shares of Rockwell Automation from $495.00 to $515.00 in a report on Wednesday, May 6th. Rothschild & Co Redburn raised their price objective on Rockwell Automation from $365.00 to $378.00 in a report on Wednesday, May 6th. Wells Fargo & Company upped their target price on Rockwell Automation from $360.00 to $440.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 6th. Morgan Stanley reiterated an “overweight” rating and issued a $525.00 target price on shares of Rockwell Automation in a research report on Wednesday, May 6th. Finally, Evercore lifted their price target on Rockwell Automation from $440.00 to $480.00 in a research note on Wednesday, May 6th. Ten investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $457.50.

About Rockwell Automation

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.